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Janiczek Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Janiczek Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$336K Sell
4,289
-43
-1% -$3.41K 0.07% 113
2024
Q1 		$346K Sell
4,332
-141
-3% -$10.8K 0.07% 116
2023
Q4 		$337K Buy
4,473
+1,429
+47% +$101K 0.08% 100
2023
Q3 		$210K Sell
3,044
-13
-0.4% -$931 0.06% 138
2023
Q2 		$222K Buy
3,057
+9
+0.3% +$654 0.06% 118
2023
Q1 		$223K Sell
3,048
-90
-3% -$6.29K 0.06% 111
2022
Q4 		$220K Hold
3,138
– – 0.06% 110
2022
Q3 		$177K Sell
3,138
-80
-2% -$4.99K 0.06% 120
2022
Q2 		$211K Hold
3,218
– – 0.06% 96
2022
Q1 		$237K Hold
3,218
– – 0.07% 93
2021
Q4 		$253K Buy
3,218
+29
+0.9% +$2.3K 0.08% 88
2021
Q3 		$249K Buy
3,189
+80
+3% +$6.4K 0.09% 77
2021
Q2 		$245K Sell
3,109
-266
-8% -$21.1K 0.09% 65
2021
Q1 		$256K Hold
3,375
– – 0.1% 55
2020
Q4 		$246K Hold
3,375
– – 0.12% 47
2020
Q3 		$215K Sell
3,375
-696
-17% -$44.5K 0.12% 41
2020
Q2 		$248K Sell
4,071
-50,104
-92% -$2.9M 0.14% 36
2020
Q1 		$2.9M Buy
54,175
+650
+1% +$41.3K 1.63% 14
2019
Q4 		$3.72M Sell
53,525
-2,707
-5% -$183K 1.67% 12
2019
Q3 		$3.67M Buy
+56,232
New +$3.62M 1.67% 12
2019
Q2 		– Hold
0
– – – 11
2019
Q1 		– Hold
0
– – – 12
2018
Q4 		– Hold
0
– – – 13
2018
Q3 		– Hold
0
– – – 34
2018
Q2 		– Hold
0
– – – 32
2018
Q1 		– Hold
0
– – – 32
2017
Q4 		– Hold
0
– – – 31
2017
Q3 		– Hold
0
– – – 31
2017
Q2 		– Hold
0
– – – 31
2017
Q1 		– Hold
0
– – – 23
2016
Q4 		– Hold
0
– – – 16

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janiczek Wealth Management's EFA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.99% in Q2 2024, selling an estimated $3.41K and leaving 4,289 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #113.

Janiczek Wealth Management first reported a position in EFA in Q3 2019 and has held it in 20 quarters since. The position peaked at $3.72M in Q4 2019. 1,849 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

  • Janiczek Wealth Management held 4,289 shares of iShares MSCI EAFE ETF worth $336K as of Q2 2024.
  • Janiczek Wealth Management sold 43 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $3.41K.
  • iShares MSCI EAFE ETF made up 0.07% of Janiczek Wealth Management's portfolio in Q2 2024, its #113 holding.
  • Janiczek Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 20 quarters since.
  • Janiczek Wealth Management's iShares MSCI EAFE ETF position peaked at $3.72M in Q4 2019.
  • 1,849 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.